주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
Scotiabank, VICI Properties(VICI) 목표 상향 조정, 순 임대 REIT 강세 시현
Scotiabank Lifts Target on VICI Properties (VICI) as Net Lease REITs Show Strength
The panelists agree that VICI's aggressive growth strategy, including a significant mezzanine lending deal, introduces new risks such as credit …
Wells Fargo는 Western Midstream Partners (WES)의 더 높은 EBITDA 잠재력을 예상합니다.
Wells Fargo Sees Higher EBITDA Potential for Western Midstream Partners (WES)
The panelists have a neutral stance on Western Midstream (WES), with the key debate centering around the sustainability of its …
Wells Fargo와 Piper Sandler, Prudential Financial (PRU)에 대한 목표 주가 인상, 강력한 1분기 실적 후
Wells Fargo and Piper Sandler Raise Price Targets on Prudential Financial (PRU) After Strong Q1 Results
The panel largely agrees that Prudential's (PRU) recent earnings beat was driven by a one-time pension risk transfer (PRT) and …
Scotiabank, W. P. Carey(WPC) 목표 주가 상향 조정, 순 임대 REIT의 AFFO 호조 보고
Scotiabank Lifts Target on W. P. Carey (WPC) as Net Lease REITs Report Stronger AFFO
The panelists generally agree that while W.P. Carey's (WPC) AFFO is trending better, the market is ignoring the structural drag …
Cisco CEO, AI 붐 속 4,000명 감원의 진짜 이유 공개
Cisco CEO reveals real reason behind 4,000 job cuts
Cisco's restructuring is a strategic pivot into higher-margin segments like AI and silicon, funded by cuts in legacy networking roles. …
콜게이트-팔몰리브 (CL)가 기대치를 상회하며 분석가들이 목표 주가를 인상
Colgate-Palmolive (CL) Beats Expectations as Analysts Raise Price Targets
The panel's discussion on Colgate-Palmolive's Q1 performance reveals concerns about the sustainability of its pricing power and potential margin compression …
스타벅스, 구조조정 노력 지속에 따라 300명 규모의 기업직원 감축
Starbucks to Cut 300 Corporate Jobs as Turnaround Efforts Continue
Panel consensus is bearish on Starbucks' restructuring efforts, with concerns about recurring layoffs signaling deeper operational issues and a lack …
케빈 워시의 경제에 대해 이야기해야 합니다: 모닝 브리프
We need to talk about Kevin Warsh's economy: Morning Brief
The panel is divided on the economic outlook, with concerns about stagflation and a potential consumption cliff (Gemini, ChatGPT) countered …
퇴직 경찰관의 월급에 사회 보장 공정법이 더하는 내용
What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check
The repeal of the Windfall Elimination Provision (WEP) is a significant liquidity injection for public sector retirees, increasing their disposable …
Becton Dickinson (BDX) 견조한 2분기 실적 발표, Barclays 목표가 상향
Becton Dickinson (BDX) Delivers Solid Q2 Performance, Barclays Lifts Target
BDX's 2.6% revenue growth is underwhelming, with risks including regulatory issues, operational leverage trap, and potential margin compression. The key …
Evercore ISI, Smucker(SJM) 개시, 강력한 EPS 성장 기대
Evercore ISI Initiates Smucker (SJM) on Expectations of Strong EPS Growth
Panelists are cautious about Smucker's (SJM) outlook, with the bull case resting on a coffee segment recovery and operational efficiencies. …
Archer-Daniels-Midland (ADM) 주식, UBS로부터 더 높은 평가 받음
Archer-Daniels-Midland (ADM) Shares Receive Higher Valuation from UBS
The panel has a mixed view on ADM. While UBS's price target hike and EPS guidance raise reflect optimism around …